If you invest, you MUST be able to identify a moat. Here are 5 powerful moat sources: INTANGIBLE ASSETS: Example: Brand, Patents, Copyrights Wide: Coca-Cola Narrow: Dr. Pepper Snapple None: United Airlines SWITCHING COSTS: It would be expensive in terms of cost, time, or training, to switch to an alternative provider. Wide: Oracle Narrow: Salesforce None: Macy's NETWORK EFFECT: A network becomes more powerful as more users join. Wide: CME Group Narrow: NYSE Euronext N...
Insider buying at Keurig Dr Pepper suggests optimism about the company's prospects. High insider ownership indicates well-aligned incentives with shareholders.
Despite Keurig Dr Pepper's positive earnings growth, its high P/E ratio is a concern. Predicted future earnings may not support the high share price for long, and the level of earnings growth could weigh down the share price. Investors are advised to consider the risks.
Carlos Laboy warns KDP's growth may be at risk if it doesn't boost its digital capabilities to compete, particularly against potential strong digital competitors like Coke in the nonalcoholic ready-to-drink industry.
The company's ROCE improvement is promising, yet underperformance compared to industry average could imply potential issues. Despite this, the stock delivered a 36% return to shareholders in the past five years, hinting that investors may not fully acknowledge the company's positive trends, making it potentially a solid long-term investment.
Keurig Dr Pepper股票討論區
5 Types of Moat
Here are 5 powerful moat sources:
INTANGIBLE ASSETS:
Example: Brand, Patents, Copyrights
Wide: Coca-Cola
Narrow: Dr. Pepper Snapple
None: United Airlines
SWITCHING COSTS:
It would be expensive in terms of cost, time, or training, to switch to an alternative provider.
Wide: Oracle
Narrow: Salesforce
None: Macy's
NETWORK EFFECT:
A network becomes more powerful as more users join.
Wide: CME Group
Narrow: NYSE Euronext
N...
27.50
I’m going in
5年來營收持續增長,平均增速16%,營業利潤受毛利率和費用增長影響在2018和2022年均有下滑,平均增速15%,淨利潤受業務出售收益影響在2021年一次性大幅增長,平均增速6.1%。2022年利息費用佔營業利潤的25%,利息負擔很重。毛利率近5年波動中變化不大,淨資產收益率除2021年達到8.8%,其餘四年均低於5.7%,表現較差。
2023前3季度營收增長6.8%,營業利潤增長15.8%,淨利潤增長51%。
目前市盈率31.5,市盈率TTM23.2,如果全年淨利增長51%市盈率將降爲20.9,估值和利潤增速比沒有太大吸引力。
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